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Sundaram Rural India Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
23.935 0.16 (0.65%)

NAV as on 13 Dec, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Sep 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Benchmark Index:
 
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Returns (NAV as on 13 Dec, 2017)

Period Returns (%) Rank #
1 mth 1.8 42
3 mth 2.8 129
6 mth 8.1 143
1 year 34.5 41
2 year 30.2 6
3 year 21.6 7
5 year - -

# Moneycontrol Rank within 259 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 11.1 3.9 -1.1 - -
2016 -2.1 18.4 7.1 -16.0 7.8
2015 0.2 1.3 -1.4 -1.3 0.5
2014 5.1 10.8 7.4 8.5 36.4
2013 -13.7 0.5 -6.3 14.3 -3.4

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.8 2.8 8.1 34.5 30.2 21.6 --
Category avg 0.6 3.6 8.4 24.7 17.3 10.2 9.9
Difference of Fund returns and Category returns 1.2 -0.8 -0.3 9.8 12.9 11.4 --
Best of category 7.5 16.9 21.3 51.4 34.0 23.9 26.9
Worst of category -8.8 -7.7 -11.5 -7.6 -0.1 2.8 1.4
Benchmark returns # 0.1 2.6 8.4 29.2 18.7 10.9 14.0
Difference of Fund returns and Benchmark returns 1.7 0.2 -0.3 5.3 11.5 10.7 --
Sundaram Rural India Fund - Direct Plan (D) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of \"Companies that are focussing on Rural India

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 500
Asset Size (Rs cr) 108.43 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.50 (May-04-2017) View Dividend History
Bonus N.A.
Fund Manager S Krishnakumar / Avinash Agarwal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,952.41 2.7 7.6 25.6 13.6 --
HDFC Equity Fund - Direct (G) Rank 3
5,313.63 5.0 10.2 29.9 11.6 --
Reliance Equity Oppor -Direct (G) Rank 5
1,146.35 7.7 12.5 32.9 9.8 --
Franklin India Prima Plus (G) Rank 3
9,426.19 2.4 7.0 24.2 12.4 18.4
ICICI Pru Value Discovery Fund (G) Rank 5
14,542.94 2.0 5.2 17.0 10.5 20.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
M&M Automotive 94.14 5.02
HUL Cons NonDurable 91.57 4.88
ITC Tobacco 54.20 2.89
Heritage Foods Food & Beverage 46.94 2.50
Britannia Food & Beverage 46.40 2.47
Tata Chemicals Chemicals 45.81 2.44
Maruti Suzuki Automotive 45.16 2.41
Ambuja Cements Cement 45.04 2.40
NCC Cement 43.54 2.32
ACC Cement 43.43 2.31

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Chemicals 21.42 0.00 0.00
Food & Beverage 14.13 0.00 0.00
Cons NonDurable 13.55 0.00 0.00
Automotive 10.43 0.00 0.00
Cement 8.49 0.00 0.00
Banking/Finance 5.72 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 93.10
Others -0.75
Debt 0.00
Mutual Funds N.A
Money Market 7.21
Cash / Call 0.44

View All

Concentration

Holdings (%)
Top 5 17.76
Top 10 29.64
Sector (%)
Top 3 49.10

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